Orion's The Weighing Machine

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  • Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024
    Orion Portfolio Solutions
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Persönliche Finanzen Ökonomie
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  • Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important

    Savina Rizova of Dimensional Fund Advisors - It’s All About Research: The Latest Trends, How to Get the Best Data and Why It’s So Important
    Jan 14 2025
    Today, Rusty and Robyn are joined by Savina Rizova, Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors. Savina Rizova is Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors LP. She was named Co-CIO in 2024 and serves in that role alongside Gerard O’Reilly, who is also Co-Chief Executive Officer. As Co-CIO, Savina helps lead a team of more than 300 investment professionals across six countries. She is also Chair of the Investment Research Committee and a member of the Investment Committee. Since joining Dimensional’s Research department in 2004, Savina has worked closely with leading academics, collaborating on research, co-authoring papers, and partnering with Dimensional’s broader investment team to implement robust research in live portfolios. She has helped drive innovation across Dimensional’s product offering, including the development, launch, and rapid growth of Dimensional exchange-traded funds (ETFs), the expanded separately managed accounts (SMAs) offering, and model portfolios. She was instrumental in expanding the Research team to more than 100 specialists in investment research, strategy research, and analytics and data. Savina was recognized as one of Barron’s 100 Most Influential Women in US Finance in 2022 and 2023. She holds a PhD in finance and an MBA from the University of Chicago Booth School of Business. She also earned a BA in economics and mathematics from Dartmouth College, where she was a research assistant to Professor Kenneth French.Key Takeaways[03:44] - What motivated Savina’s transition from the academic world to the finance industry and how has her academic background shaped her approach to research?[07:18] - What does Savina’s day-to-day look like at Dimensional Fund Advisors and how does she balance innovation with maintaining Dimensional’s core investment philosophy?[11:57] - How does Savina translate complex, academic findings into actionable insights for advisors and investors?[15:57] - What are some essential research insights that every financial advisor should understand to better serve their clients when building portfolios?[18:27] - How does Dimensional identify and prioritize areas of research that could significantly impact their investment strategies?[21:13] - Does Savina believe the notion of market efficiency still holds as strongly today as it did when Dimensional was founded, or are there nuances that researchers have uncovered in recent years?[23:46] - Emerging areas of research that may play a larger role in Dimensional’s strategies in the future[26:15] - Have there been any recent research findings that challenge Dimensional’s long-term assumptions or that led to a change in their overall investment strategy?[28:20] - How has the explosion of big data and AI changed the research landscape at Dimensional?[31:37] - How is Dimensional using machine learning to enhance its research and investment processes, if at all?[33:16] - What are the biggest opportunities and challenges for investment research in the coming decade?[34:30] - What are the most rewarding and challenging aspects of leading a global research team at Dimensional?[36:40] - As Co-CIO, how has the investment offering from Dimensional evolved in recent years?[42:37] - What steps can we take, as an industry, to encourage more women to explore careers in research and finance?[44:12] - What is currently Savina’s favorite investment idea?Quotes[17:27] - "The majority of active managers underperform their benchmarks. So, that’s another key takeaway - don’t underestimate how difficult it is, and impossible systematically, to outguess market prices. [However], if you want to outperform markets, you don’t have to do that. You can seek to outperform markets by focusing on what you mentioned earlier. [Having an] evidence-based approach [and] premiums that are motivated by a robust [research]. ” ~ Savina Rizova[22:57] - "The one thing many people misunderstand is: market efficiency is a model of how to think about the world or investing. Every model, by default, is wrong [and] is not an accurate description of reality. What is useful about models, is they help you organize how you think about [the world] and how you behave.” ~ Savina RizovaLinksSavina Rizova on LinkedInDimensional Fund Advisors“My Way” by Frank SinatraConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.Compliance Code: 3319-OPS-12/31/2024
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    56 Min.
  • Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine

    Rusty Vanneman and Robyn Murray of Orion - Year-End Review of The Weighing Machine
    Jan 7 2025

    Key Takeaways

    • [03:45] - What are some of Rusty’s and Robyn’s all time favorite walk-up songs from The Weighing Machine?
    • [06:03] - What led Rusty to start The Weighing Machine and what did he want to create with it?
    • [09:27] - How did Robyn and Rusty come to be co-hosts of The Weighing Machine originally?
    • [10:12] - What were three of their favorite podcast episodes from the past year?
    • [16:11] - What is Robyn’s favorite investment idea currently?
    • [16:56] - What is Rusty’s favorite investment idea currently?
    • [18:26] - How does Robyn maintain her energy, both physically and mentally, to perform at a high level?
    • [19:12] - How does Rustry maintain his energy, both physically and mentally, to perform at a high level?
    • [22:05] - Are there any mentors or professional peers that Robyn is particularly thankful for?
    • [23:00] - Are there any mentors or professional peers that Rusty is particularly thankful for?
    • [27:52] - What are Rusty and Robyn watching, reading, listening to or watching at the moment?
    • [33:35] - In this age of information overload, how does Robyn balance the need to be informed and educated with the need to reset and tune out?
    • [34:57] - In this age of information overload, how does Rusty balance the need to be informed and educated with the need to reset and tune out?

    Quotes

    [17:53] "Investing in yourself is my favorite investment idea. People always think about investments as measured in dollars, but it’s really about developing your own potential and talent and always adapting to what’s going on." - Rusty Vanneman

    [12:53] "One of the most memorable episodes was with a U.S. Army General, who talked about the importance of culture and leadership. It was inspiring and highly relevant for financial advisors and listeners alike." - Rusty Vanneman

    Links

    • “I Might Be Wrong” by Radiohead
    • “Where Your Mind Wants to Go” by Blonde Redhead
    • “Scatterlings of Africa” by Johnny Clegg
    • “KeepsakeFM” by Holly Waxwing
    • Good Inside Podcast with Dr. Becky

    Connect with Us

    • Meet Rusty Vanneman, Orion’s Chief Investment Officer
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

    Compliance Code: 3295-OPS-12/26/2024
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    41 Min.
  • Jack Sharry of LifeYield - Technology and Tax Efficient Investing

    Jack Sharry of LifeYield - Technology and Tax Efficient Investing
    Dec 31 2024

    Today, Rusty and Robyn are joined by Jack Sharry, Executive Vice President and Chief Growth Officer at LifeYield. Jack Sharry has been a financial industry innovator, collaborator and advocate for 40+ years. He served as an executive at Morgan Stanley, Putnam Investments, Virtus Investment Partners and now, LifeYield where he led sales, marketing, product development and distribution strategy. Jack is the Chair of the InvestmentNews Future of Financial Advice initiative and a frequent contributor to the publication, he Co-Chairs the Money Management Institute Digital Advice Community, and hosts the LifeYield podcast, WealthTech on Deck, where he talks with other industry leaders on their tech strategy designed to improve investor and advisor outcomes.

    Key Takeaways

    • [03:15] - Jack’s professional background and the highlights of his career
    • [06:15] - What is LifeYield’s big news today and how do they optimize financial outcomes for their clients?
    • [08:26] - What is a Unified Managed Household (UMH), why is it significant and how does it benefit both advisors and investors?
    • [11:13] - What are some of LifeYield’s strategies for reducing tax exposure for investors?
    • [13:20] - What are some of the common challenges individuals face when planning retirement and how does LifeYield address these?
    • [15:09] - What inspired Jack to start his podcast, “Wealth Tech on Deck?”
    • [17:58] - What are some of the most memorable conversations that Jack has had on his podcast? Also, for a first time listener, are there any particular episodes that he would recommend?
    • [22:52] - Has Jack noticed any emerging trends, that are shaping wealth management and fintech, across his podcast conversations?
    • [24:28] - How is artificial intelligence going to transform wealth management?
    • [26:32] - What aspects of teaching does Jack find the most fulfilling and how does this role influence his professional perspective?
    • [31:11] - What is Jack’s current assessment of college students, and therefore the future of the wealth management industry?
    • [33:25] - Pivotal moments or decisions that really shaped Jack’s career and got him where he is today
    • [37:05] - How has Jack seen the financial industry evolve since he began and what are some of the key things he learned from those changes?
    • [38:45] - What drives Jack’s passion and how has he maintained his enthusiasm throughout his extensive career?
    • [39:45] - What are Jack’s aspirations for LifeYield, and the broader financial industry, over the next decade?
    • [41:43] - What is Jack’s favorite investment idea currently?

    Quote

    [34:23] - "So this homework assignment, which I give to all our listeners here to try this, I’ve done this with many folks over the years. When you go home you are not allowed to make a declarative statement for the first hour you are home, whether you live with a partner, roommate, friend, wife [or] husband. ” ~ Jack Sharry

    Links

    • Jack Sharry on LinkedIn
    • LifeYield
    • “Here Comes the Sun” by The Beatles
    • Mad River Reflections

    Connect with Us

    • Meet Rusty Vanneman, Orion’s Chief Investment Officer
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

    Compliance Code: 3199-OPS-12/13/2024
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    52 Min.

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